Running. Subtitle. Guidance for new Bristol SU Groups. Strategic Planning University of Bristol Students Union V1.0

Transcription

1 1 Report Hit the Name Ground Running Subtitle Guidance for new Bristol SU Groups

2 2 Contents Welcome!... 2 Your Committee... 3 Strategic Planning... 4 Why Plan?... 4 Planning Your Year Ahead... 5 Finances... 8 A brief introduction to Finances at Bristol SU... 8 Getting started... 8 Growing your Membership... 9 Selling Your Group... 9 Events and Deals... 9 Who can help you at Bristol SU? The Development Team The Societies Executive Committee The Student Services Team The Events Team Campaigns and Activism Full Time and Part Time Officers Welcome! You are now one of Bristol SU s 300+ student groups, welcome to the family. This document will guide you through the first few steps of functioning as a student group with us including understanding your committee roles and planning for the year ahead. If you ve never been part of a student group committee before, we advise you book a meeting with the Development Team here to come and have a chat about your plans, and to ask us any questions. You also may find it useful to check out our Committee Resources section on the Bristol SU website, where we expand on many of the topics covered in this document and more. We look forward to seeing you grow as one of Bristol SU s great groups!

3 3 Your Committee Each committee must have a President, Treasurer and Secretary to function at Bristol SU each role has its own responsibilities and duties. President - Main point of contact for Bristol SU staff and Societies/Sports Exec - Ensuring that good practice and codes of conduct are followed - Arranging regular meetings, including the AGM/EGM - Ensure the aims and objectives of the group are achieved - Ensure all accidents/incidents are reported - Attend meetings as required - Signatory on claim forms Treasurer - Administer the group's finances - Ensure all members (including committee!) have paid their membership and are registered on MSL - Monitoring and Reporting - Produce and submit grant and funding requests - Present the group accounts at the AGM and ensure copies are made available to all members - Ensure any loan is repaid to Bristol SU on time - Signatory on claim forms Whole Committee Don t forget that you re a committee and not just one person doing all the work. Some of the collective responsibilities that a committee should all undertake include: - Club/society development - Organising trips and events - Conduct and safety of members - Adhering to all policies and procedures - Hold an AGM and elected a new committee each year Secretary - Deal with incoming communications - Send out crucial information to members - Maintain an accurate membership list - Publicise meetings and keep members up to date with all activities - Provide secretarial support to the committee - Ensure documentation is up to date For more guidance and information about the roles and duties of your committee members, please visit this page

4 4 Strategic Planning Why Plan? Effective planning is the cornerstone of strong organisations. At the end of the year you will be able to look back and evaluate this is critical for the handover process and the long term success of your group. As a new group, you may not be able to evaluate the work you have done already. Or perhaps you ve been operating as a group for a while already and have only just become affiliated - if this is the case you may find the full Strategic Planning toolkit useful. When your group is just starting up, the sooner you have a plan for the year, the sooner you ll be able to put it in to practice! Following a comprehensive plan for success is far more effective than disorganised enthusiasm.

5 5 Planning Your Year Ahead Use the following boxes to understand exactly what you want your group to achieve in its first year. It can be very useful to refer back to this document throughout the year when you re deciding what may or may not be crucial to your key aims. For example, you might decide to throw a Christmas party but is this one of your objectives for the year? Will it help you achieve your aims? Is it worked into your budget? A shared ownership of this plan will also limit any disagreements within the group further down the line. If you all agree something is vital at the beginning of the year, it will be easier to stick to later. Name of Group Mission Statement One sentence distilling what your group s purpose is. Be clear, but not detailed. E.g. [Name of group] exists to Do what? For who? In what area? This should directly link to the aims in your constitution! Values/Beliefs (optional) Our group is committed to what? These can be passionate and engaging statements if written well - they are about core beliefs. They describe the value system under which the mission is carried out.

6 Background/Context A short summary of relevant organisational history leading up to your current position - the starting point for the plan. Likely to include date of founding, organisational structure, size etc. Often includes details of recent achievements and status of ongoing projects. 6 Objectives Series of key targets which support and will contribute to achieving the strategy statements. Objectives will include timescales and measurables and should be prioritised. They contain sufficient detail to work out what resources will be needed to achieve the objective. Strategy Series of fairly broad statements about the focus and direction of the group, each of which supports the mission statement. They describe where the group will focus its efforts. These statements follow on from the Mission, usually via the word "by" - "Our organisation exists to. and we intend to do this by ". Strategic statements need to be linked to outcomes what will be different as a result of your work? How will you know and how do you plan to measure these changes? Strategic Planning University of Bristol Students Union bristolsu.ac.uk V1.0

7 Resources How will the objectives affect the group? What will it need to carry them out? Identify the resources which will be needed to achieve the objectives, primarily Finance, People, Information and Equipment/Facilities. 7 Risk Management Identification of the potential risks to you not achieving your objectives and how you will minimise and/or mitigate those risks. For example: How would you cope if a key committee member resigned? What would you do if you lost a major sponsor? Ownership Say who created the plan, including all those who had input to it or were consulted about it. Date plan passed by your committee:

8 8 Finances A brief introduction to Finances at Bristol SU Understanding your group s finances and being able to successfully budget for all of the year s activities is an important part of running an effective and financially viable group. As a student group, you will have a Union Account with Bristol SU, and your money is ringfenced, meaning that only you can spend it. These accounts are in place so that you should never have to spend your own money and therefore never be personally liable for group costs. All committees are responsible for their group s income and expenditure. By being a part of the Bristol SU account you are financially protected should a worse-case scenario ever happen. You must ensure that the money your group has is used for the benefit of all your members. Examples of what you can spend your money on: Speaker costs Publicity materials Stationary and admin costs Affiliations to NGBs and other relevant bodies Equipment for use by your members Insurance of equipment and vehicles Contribution toward trip costs Conference costs and what you can t: Freebies for your committee - this includes handover meals, trips and clothing Other charities - you cannot donate your own society money to other charities. See RAG Anything that isn t for the core needs of your society/sports club as stated in your constitution For information about how to spend and deposit money, please see here. Getting started Most groups initially get their money from membership fees. If your membership is 2 and you get every one of your 30 supporters to join, that s 60 straight away, which is enough for flyers, raffle tickets and bake sale ingredients. You can book a stall on Tyndall Avenue and sell your wares to hungry students. You could buy a tea urn, speakers or decorations and costumes and hold an event to make money from the tickets. Each new group is eligible to apply for a start-up grant of up to 100 from Bristol SU. You can apply for this on the Grants page on the Bristol SU website. When applying for your grant, remember to detail how you plan on turning your 100 into further funds for your group!

9 9 Growing your Membership Selling Your Group You probably already have a good idea of what kinds of students will join your group. It s important to appeal to this core demographic but, in order to grow your membership, it s worth thinking about who doesn t tend to join. Would any students have concerns about joining your group? It could be because your activities seem risky (in a good way) and some simple reassurance about safety might help. Perhaps some might think the level of commitment might be too high. Or some people could be deterred by socials that revolve heavily around alcohol. Whatever the case it is worth testing with friends who aren t members or who have never tried your particular activity. Ask them what their first thoughts are. Do any specific words or concerns come to mind? If so, then there will undoubtedly be other students thinking the same thing. There are a lot of demands on students - think about your offer can you finesse it to make it more attractive and accessible? People buy things because of wants not needs. List the benefits of joining your group (meeting new people, an exhilarating new hobby, a new skill, a healthier lifestyle etc.) before the features (access to equipment, number of socials). Once you have a list of benefits, work out what your Unique Selling Point (USP) is. What is it that marks you out from other groups and what is it that will attract most new members? Hopefully those two things are one and the same. If not, can you combine them into one sentence? Events and Deals As mentioned above, holding events is a great way to grow your funds and your membership. You could hold an open taster session or launch night for your groups activities and take laptops along so people can sign up then and there. Include incentives like sweets or vouchers for those who take the plunge. Finding it hard to convert your Facebook group interest into membership? You could sell a discounted membership for 24 hours and advertise this on your Facebook group. 30 new members at 3 is worth more than 10 members at 5. Maths. You can also announce the closure of the group to those who haven't paid up on the website. For more information about planning and running events, check out the Committee Resources page here.

10 10 Who can help you at Bristol SU? The Development Team The Development Team can help you run your group to the best of your ability. The team covers the development of all student groups, individual student opportunities, participation programmes and sustainability. If you ve got any questions about the non-admin side of your group, the Dev Team are your people. Contact us on and find an overview of the team below. Ben and Imogen student group development Jemma and Lisa individual student opportunities, volunteering and participation programmes Amy, Hannah and Jess sustainability, ESD, and Bristol Green Capital 2015 The Societies Executive Committee The Societies Exec is your way to raise issues within your group within the democratic structures of Bristol SU. They discuss and make policy, feedback to Bristol SU on wider society issues, and oversee affiliations of new groups. Contact them on The Student Services Team Your one-stop-shop for all your administrative needs, the Student Services Team look after room booking, finances, storage, transport, products and tickets and the administration of your webpages. Contact them on The Events Team Eva and Ferielle in the Events Team can help you work through a plan for your event and give bespoke advice and guidance. They are also responsible for programming events in the Balloon Bar and can help you come up with great Takeover ideas. Contact them on bristolsuevents@bristol.ac.uk. Campaigns and Activism Izzy is Bristol SU s Campaigns and Activism intern and can help your group run a campaign. Whether you re affiliated with a national charity, or just want to get your group involved in activism on a cause you re passionate about, drop Izzy an on izzy.green@bristol.ac.uk and she can help you get started. Full Time and Part Time Officers The FTO and PTOs are your elected student representatives at Bristol SU and they want to hear your thoughts and ideas. Find out more about them and how to contact them here.